Filed March 28, 1996 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $219,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,534 | $140,190-39.0% | $115,756-26.1% | $77,904+9.8% |
| Participation rate | 87.2% | 81.0%+6.2pp | 77.1%+10.2pp | 73.7%+13.6pp |
| Annual return | -4.59% | -13.46%+8.9pp | 143.14%-147.7pp | 12.21%-16.8pp |
| Employer contribution / active EE | $4,966 | $3,169+56.7% | $3,793+30.9% | $2,848+74.4% |
| Participant deferral / active EE | $7,336 | $5,401+35.8% | $6,254+17.3% | $4,806+52.6% |
| Admin fee / account holder | $117 | $138-15.5% | $8,124-98.6% | $133-11.7% |